Filed July 31, 2017
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,605 | $62,686-65.5% | $178,540-87.9% | $77,736-72.2% |
| Participation rate | 99.3% | 66.9%+32.5pp | 77.1%+22.2pp | 70.6%+28.8pp |
| Annual return | 4.25% | 16.16%-11.9pp | 27.15%-22.9pp | 31.26%-27.0pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,953-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $6,281-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,424-100.0% | $433-100.0% |